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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-07 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 07/2015 | 10/2018 |
| Campbell Wealth Management, Inc. | Alexandria | VA | 07/2015 | 12/2024 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2018 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-08 |
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